|
4601
|
Long Path Partners
Stamford,
Connecticut
|
$295M
|
+$35.9M
|
+14%
|
3.15%
|
9.18%
|
10
|
40%
|
|
|
4602
|
Straight Path Wealth Management
Jenison,
Michigan
|
$295M
|
+$47.3M
|
+19%
|
10.3%
|
70.6%
|
121
|
13.22%
|
|
|
4603
|
Defender Capital
Charlotte,
North Carolina
|
$295M
|
+$40.9M
|
+16%
|
20.2%
|
83.5%
|
42
|
23.81%
|
|
|
4604
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$295M
|
+$12.8M
|
+5%
|
5.15%
|
40.3%
|
70
|
8.57%
|
|
|
4605
|
White Oak Capital Partners
Singapore
|
$294M
|
+$49.5M
|
+20%
|
8.65%
|
–
|
17
|
17.65%
|
|
|
4606
|
Yakira Capital Management
Westport,
Connecticut
|
$294M
|
+$31.1M
|
+12%
|
6.64%
|
77.4%
|
267
|
49.06%
|
|
|
4607
|
Goodman Advisory Group
Needham,
Massachusetts
|
$294M
|
-$33.7M
|
-10%
|
13.3%
|
62.7%
|
209
|
43.54%
|
|
|
4608
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$294M
|
+$22.5M
|
+8%
|
8.35%
|
68.5%
|
98
|
10.2%
|
|
|
4609
|
B&I Capital
Zurich,
Switzerland
|
$294M
|
-$13.6M
|
-4%
|
2.05%
|
15.9%
|
32
|
9.38%
|
|
|
4610
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$294M
|
+$31.6M
|
+12%
|
9.6%
|
52.9%
|
121
|
21.49%
|
|
|
4611
|
Sivia Capital Partners
Mill Valley,
California
|
$294M
|
+$79.6M
|
+37%
|
15.2%
|
–
|
464
|
43.97%
|
|
|
4612
|
Central Valley Advisors
Sacramento,
California
|
$294M
|
+$29.8M
|
+11%
|
7.27%
|
–
|
143
|
20.98%
|
|
|
4613
|
XY Planning Network
Bozeman,
Montana
|
$294M
|
+$144M
|
+96%
|
7.74%
|
–
|
174
|
41.95%
|
|
|
4614
|
First American Financial Corporation
Santa Ana,
California
|
$294M
|
+$24.4M
|
+9%
|
9.95%
|
–
|
3
|
0%
|
|
|
4615
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$294M
|
+$28.1M
|
+11%
|
6.7%
|
–
|
92
|
13.04%
|
|
|
4616
|
Sterling Wealth Management
Champaign,
Illinois
|
$293M
|
–
|
–
|
6.63%
|
–
|
110
|
–
|
|
|
4617
|
Acima Private Wealth
Richmond,
Virginia
|
$293M
|
+$14.8M
|
+5%
|
6.92%
|
45.2%
|
187
|
7.49%
|
|
|
4618
|
Sea Cliff Partners Management
San Francisco,
California
|
$293M
|
+$15M
|
+5%
|
8.84%
|
–
|
18
|
33.33%
|
|
|
4619
|
Arch Capital Group
Pembroke,
Bermuda
|
$293M
|
-$65.3M
|
-18%
|
0.46%
|
2.15%
|
4
|
0%
|
|
|
4620
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$293M
|
+$30.1M
|
+11%
|
10.4%
|
67.6%
|
104
|
12.5%
|
|
|
4621
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$293M
|
+$17.3M
|
+6%
|
4.41%
|
36.5%
|
34
|
8.82%
|
|
|
4622
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$293M
|
+$37.1M
|
+14%
|
13.8%
|
165%
|
75
|
28%
|
|
|
4623
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$293M
|
+$22.8M
|
+8%
|
9.17%
|
–
|
119
|
4.2%
|
|
|
4624
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$292M
|
+$29.4M
|
+11%
|
7.56%
|
–
|
165
|
22.42%
|
|
|
4625
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$292M
|
+$30M
|
+11%
|
8.21%
|
73.5%
|
93
|
17.2%
|
|